Consensus Securities LLC
Firm details
- Headquarters
- Norwood, Massachusetts
- CRD number
- 144684
- Registered since
- November 8, 2007
- Website
- consensusadvisors.com
Firm profile
FINTRXOverview
Consensus Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2007. Ownership is listed as a domestic entity and individual, and the profile indicates the firm does not function as a capital allocator or a multi-state registered adviser. FINTRX also flags that Consensus Securities LLC is not an active ESG investor and is not identified as a related adviser or pension consultant. FINTRX provides little detail on the firm’s specific business lines, advisory activities, fee arrangements, or client segments. The classification as an investment bank suggests the firm’s primary activity is likely transactional and capital markets–oriented rather than operating as a discretionary wealth manager, but FINTRX does not supply supporting operational or client-service descriptions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michael O'hara
Founder and CEOCRD 5386499
Elizabeth White
Managing Director and Chief Financial OfficerCRD 5647405
Contacts
3 of 12
Marshall Schleifman
Managing DirectorCRD 4017336
Paul Alexander
Managing Director, Head of ResearchCRD 5270102
William Busko
Managing DirectorCRD 1390350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norwood, MA
Norfolk
Location
Norwood, MA
Headquartered in Norwood, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 100 River Ridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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